Fiduciary advisors in Santa Barbara, CA

Santa Barbara, California

California Wealth Advisors, based in Santa Barbara, offers investment management and financial planning services led by owner and CEO Kelley Slaught. The firm serves private clients using a proprietary four-pillar financial wealth process designed to assess goals, develop customized financial roadmaps, and address diverse planning needs through a team approach.

Santa Barbara, California

Cerity Partners is an investment advisory firm in Santa Barbara, California. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Santa Barbara, California

Channel Wealth is a fee-only fiduciary wealth management firm based in Santa Barbara, California that provides investment management, retirement planning, and wealth management services. As a fiduciary, the firm is legally required to act in clients' best interests and does not earn commissions from product recommendations. The firm operates with a team-based approach to deliver financial guidance across its service offerings.

Santa Barbara, California

Davis Wealth Advisors of Raymond James is an investment advisory firm in Santa Barbara, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Santa Barbara, California

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Santa Barbara, California. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Santa Barbara, California

Montecito Capital Management is a fiduciary, fee-only registered investment advisory firm founded in 2004 with offices in Santa Barbara and Los Angeles. Led by Kip Lytel, CFA, the firm provides financial planning and investment management services, holding client assets in custody at Charles Schwab and employing a fee-based structure that declines with asset growth. The firm serves individuals and families with a minimum recommended investable asset level of $250,000, and its advisors hold credentials including CFA, CFP, and MBA degrees. The firm's advisory fees are structured approximately 30% below industry averages and operate under a transparent, conflict-free fiduciary model.

Santa Barbara, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Santa Barbara, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Santa Barbara, California

Painted Porch Advisors provides financial planning and investment management services to clients in Santa Barbara, California. The firm offers a detailed planning process covering investments, retirement, insurance, estate, and tax matters, along with a data-driven investment approach and access to alternative investments for qualified investors. Prospective clients receive a complimentary comprehensive financial plan with unlimited revisions over six months, with no obligation to engage as a continuing client, and the firm donates $100 to charity for each plan completed.

Santa Barbara, California

Raymond James & Associates is an investment advisory firm in Santa Barbara, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Santa Barbara, California

The AmeriFlex Group Santa Barbara is an investment advisory firm in Santa Barbara, California. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.